POKARNA LTD ( Stock opportunities )

Had some discussion with Investor Relations of Pokarna about questions that I had posted here earlier.
At this point of time they are sourcing all quartz raw material from Chettinad and the he wasnt sure if they had any written contract with the supplier. I asked what if there is any interruption in supply considering the background of Chettinad, he spoke very positively about Chettinad and sounded like they are working with them for a while and are very happy, he spoke as if like its their own mine, tried to assure it will never be an issue. I wasnt that convinced though. He also said they are trying their best to get the license for their quartz mine.
He wasnt sure if there is any other Quartz stone competitor from India that exports to US. He said they should be the only one.
The Capacity for Quartz is 6 lac Sqr meter. Surprisingly, he said Quartz stone capacity is running at 80% in last 2-3 months.
He couldn’t tell me which dealer is sourcing more and more in recent quarters, he said its confidential and couldn’t share.
Having found all this info, I continue to work on this, and gather more and more info from from their dealers. Early this week I spoke to one of the Slab store of Daltile in Anaheim California, the store manager said 90% of their Quartz slabs come from Quantra. And to be honest, his feedback was too overwhelming to believe. He spoke very high of Quanta’s quality/ colors/size options. Then I asked him if they are buying more and more from them in last few quarters, he confirmed their sourcing is increased and sounded very confident, he also said their Quartz slab business is going to grow in upper 20%.
If we map all the data of spike in Quartz Slab imports from India to USA, the capacity running at 80% (Quartz) and the Daltile’s confirmation, Pokarna’s 2nd quarter has to be extremely good.
I needed some help from the guys in Dallas Texas area to speak to Daltile Corporate office and find out info matches with the data I gathered from their Store in California (since I am in eastern zone time, the corporate office is generally closed by the time I get home, they aren’t open on week ends).